Washington Mutual Investors Fund
Actively managed U.S. stock fund
As of its 2026 Q2 report, Washington Mutual Investors Fund held 197 positions with $12.36B in net assets. Its ten largest holdings made up 29.5% of the fund. Its share classes cost 0.25%–0.75% a year. Over the 12 months to May 2026, it returned 19.0%, with dividends reinvested. In 2026 Q2 it added 14 new positions and exited 8.
The funds investment objective is to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing.
The fund invests primarily in common stocks of established companies listed on the New York Stock Exchange, selected from an Eligible List maintained by the investment adviser based on fundamental research and screened for strong earnings and dividend records. The fund seeks to deliver above-average yield relative to the S&P 500 Index while maintaining broad diversification across high-quality stocks. Multiple portfolio managers oversee separate segments of the portfolio, with securities held or sold based on the adviser's judgment of long-term value and income potential.
What you own
| Company | Weight | Value | Shares | Reported price |
|---|---|---|---|---|
AVGOBROADCOM INC | 6.41% | $792.84M | 2.1M | $377.75 |
MSFTMICROSOFT CORP | 3.94% | $486.38M | 1.3M | $373.02 |
3.67% | $453.98M | 2.5M | $180.91 | |
AAPLAPPLE INC | 3.13% | $386.48M | 1.3M | $289.36 |
CMQXXCAPITAL GROUP CENTRAL CASH FUND | 2.60% | $321.02M | — | — |
KLACKLA CORP | 2.53% | $312.72M | 1.0M | $301.71 |
2.05% | $253.38M | 211.3K | $1,199.43 | |
WELLWELLTOWER INC | 1.75% | $216.71M | 954.8K | $226.97 |
GOOGLALPHABET INC | 1.74% | $215.55M | 603.2K | $357.37 |
1.68% | $207.97M | 500.4K | $415.63 |
Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.
All 197 holdings, with the share counts as filed, open with a free account.
What the fund is made of
Percentages are of fund net assets. Rounding, liabilities and short positions can make totals differ from 100%.
| Stocks | 97.30% |
| Cash & short-term | 2.60% |
By sector
- Information Technology
- 20.9%
- Financials
- 14.3%
- Industrials
- 12.5%
- Health Care
- 11.9%
- 10 other sectors
- 40.3%
- Information Technology
- 20.9%
- Financials
- 14.3%
- Industrials
- 12.5%
- Health Care
- 11.9%
- Consumer Staples
- 7.4%
- Consumer Discretionary
- 6.8%
- Communication Services
- 5.8%
- International
- 5.4%
- Utilities
- 3.5%
- Real Estate
- 3.4%
- Energy
- 3.3%
- Cash
- 2.6%
- Materials
- 1.6%
- Other
- 0.5%
How it has done
C000023924 share class · total returns with dividends reinvested
Volatility over the last 12 months: 10.59%. Past returns are a record, not a forecast.
Jun 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.
This fund changed legal form during the period shown. The history above is continuous — it spans both eras, and the change is not a gap in reporting.
Fees & fund details
Washington Mutual Investors Fund is an actively managed U.S. equity fund. 17% of Washington Mutual Investors Fund’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 91% of the fund’s equity).
- Asset class
- Equity
- Region
- United States
- Management
- Actively managed
- Fund type
- Open-end fund
- Expense ratio, by class
- 0.25% – 0.75%
- Portfolio turnover
- 37.00% a year · as of 2026 Q2
Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.
Turnover is how much of the portfolio was replaced in a year.
Classified from what the fund holds, not from its name · 2026 Q2. The summary is a paraphrase of the prospectus; the objective is verbatim.
What changed this quarter
Positions that entered or left the fund since its previous filing. Positions that were only resized are not listed.
14 new· the largest 7
8 exited
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